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Mattson Financial Services’s Schwab Fundamental International Large Company Index ETF FNDF Stock Holding History

Mattson Financial Services’s Portfolio FNDF Stock Details FNDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-387
Closed -$14.5K – 365
2024
Q4 		$14.5K Buy
+387
New +$13.7K ﹤0.01% 241

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Victory Capital Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mattson Financial Services's FNDF Position: Q1 2025 in Review

Mattson Financial Services sold out of Schwab Fundamental International Large Company Index ETF (FNDF) in Q1 2025, closing a stake of 387 shares — an estimated $14.5K sold.

Mattson Financial Services first reported a position in FNDF in Q4 2024 and held it in 1 quarter. The position peaked at $14.5K in Q4 2024. 609 funds tracked by Wall St. Rank hold FNDF as of Q1 2025.

  • Mattson Financial Services reported no remaining Schwab Fundamental International Large Company Index ETF position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 387 Schwab Fundamental International Large Company Index ETF shares in Q1 2025, an estimated $14.5K.
  • Mattson Financial Services first reported a position in Schwab Fundamental International Large Company Index ETF in Q4 2024 and held it in 1 quarter.
  • Mattson Financial Services's Schwab Fundamental International Large Company Index ETF position peaked at $14.5K in Q4 2024.
  • 609 funds tracked by Wall St. Rank held Schwab Fundamental International Large Company Index ETF as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.